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Contribution Reversing

Posted: Tue Jul 21, 2020 7:42 am
by tampatreasurer
We have one account that has gotten so convoluted with errors and reversals for 2020 that I can't even figure out how to solve the problems. Every reverse or reverse and correct seems to make it worse. Is there a way to simply remove all entries for this year and reenter the correct information for that one contributor?

Re: Contribution Reversing

Posted: Tue Jul 21, 2020 11:07 am
by NeilZ
tampatreasurer wrote:
Tue Jul 21, 2020 7:42 am
We have one account that has gotten so convoluted with errors and reversals for 2020 that I can't even figure out how to solve the problems. Every reverse or reverse and correct seems to make it worse. Is there a way to simply remove all entries for this year and reenter the correct information for that one contributor?
How bad is the issue? Unfortunately there's no 'one button ' fix for this. If you could be specific about the errors, and what you are seeing, we may be able to walk you thru a fix.

The other question is does this affect the amounts going to INCOME in Funds Accounting. In which case you would need to delete the existing entries, add the corrected ones, and then post to Funds Accounting to update the proper INCOME accounts.

Version 12.2 has a Maintain Donor function which allows you to pull up the contributor's record and edit or delete the entry using the Reverse/Correct button. You may be able to just adjust the entry using that.

That said, the more info you can pass on, the better advice we can give.